Show Popup / Dialog - View in CRM Actions

[max_vweienborn]

Hi,

I am upgrading from CRM 5.0 to CRM 7.02. I have actions using BADI EXEC_METHODCALL_PPF which trigger a popup to request user input in certain cases. It seems to me that there is nothing appropriate in 7.0.

I found:

- note SAP Note 1399145 - CRM FS Actions are not working properly in Web UI

- Thread /thread/1143346

- SAP Help help.sap.com/saphelp_crm70/helpdata/en/1d/e5b2eefedf463bbd1775be264b0ae7/content.htm?frameset=/en/59...

I found the customizing node:

     Customer Relationship management->Basic Functions->Actions->Actions in Transactions->Set Up Dialog Box for Actions

But my impression is that is not possible to issue a popup like in 5.0. With  "Set up Dialog Box for Actions" in conjunction with note 1399145 it is only possible to issue a view as popup BEFORE the action is executed, but I need a way to do it within the action. But the PPF-Framework seems not to have changed so I have no information about the call from the web ui.

By the way: what is a model access class. Is this something specific to People Centric UI or is it used in Web UI as well?

Any help would be appreciated!

Regards,

Max

[former_member186543]

Hi Max,

Yes this is very much possible but from CRM 5.1 to CRM 7 the concepts have changed for this process, so you might have to do some developments to handle this in the new way .

Detailed steps and process is given under the documentation of this customizing under SPRO :

Basic Functions Actions Actions in Transaction Set up Dialog Box for Actions (CRM Web Client)

I advise you to follow the documentation.

/Hasan

------------------------------

Set up Dialog Box for Actions (CRM WebClient)

Use

In this activity, you can set up the dialog processing of actions so that you can work with dialog boxes when processing actions. By using the input help in the dialog box you can enter additional data that cannot be transferred from the preceding document, such as a new product in the case of product change.

The following three criteria must be fulfilled for the dialog processing of actions to be possible:

The processing time Immediate Processing must be selected in the action definition

The processing type Method Call must be selected in the action definition

The action must be manual (Schedule Automatically must not be selected)

Requirements

1. You have defined an IC WebClient component for a dialog box. This component has the inbound plug IP_FROMGSACTIONS.

2. You use the component with the dialog box together with the component GSACTIONS in a main component.

3. In this main component, you have set up a navigation link from the view GSACTIONS.NewActionEL to your dialog box. You have defined the name of the outbound plug in this navigation link, through which the connection to the inbound plug of its dialog box takes place.

4. We recommend that you define all entries that should be displayed as import parameters for the respective action definition in the dialog boxes. Call the IMG activity Define Action Profiles and Actions and select Processing Types in order to determine the Processing Parameters.

5. You have defined a custom processing method for this action. This method analyzes the fields entered by the user and then carries out further processing. You can make this setting in the IMG activity Define Action Profiles and Actions: Choose Processing Types to create a new implementation.

6. You have used the service method CL_CRM_UIU_ACTION_CALL_VIEWS=>ACTION_TRIGGER_FROM_VIEW in the event handler method EH_ONDONE of your dialog box.

Default Settings

The following are delivered with the standard system for CRM 5.1 support package 0:

Certificate of Acceptance for Lease Quotations

Action profile: LEASING_HEADER_QUOTATION

Action definition: FS_COA_DIALOG

Main component: BT114H_LAM

COA component: BTFSCOA

Navigation link: ToActionBTFSCOA

Inbound plug: TOCALLACTIONVIEWCOA

Activities

Proceed as follows to enable the direct execution of actions:

7. Select an action definition from the F4 Help. Only those action definitions that fulfill all the criteria mentioned above are displayed here.

8. Enter the name of the outbound plug through which the connection to the dialog box takes place.

9. Save your entries.

[max_vweienborn]

Hi Hasan,

as stated above, I know that customzing node and I have read the documentation before my posting, but as far as I understand (and tested) the Plug (and so the popup) is called BEFORE the action takes place!! You even have to trigger the action again by using CL_CRM_UIU_ACTION_CALL_VIEWS=>ACTION_TRIGGER_FROM_VIEW. This does not make sense to me at all: if you have an action and you have to decide WITHIN this action if you have to issue a (or even worser two or three) Popup this way do not work out. Instead you will have to transfer the entire intelligence of the action into the popup because the action has no possibility to interact with the user.

Dont you think?

Regards,

Max

[former_member186543]

Hi Max,

I can agree to you on this . In the documentation of the node there is a standard component name given as an example where SAP has implemented an action via dialog.

Also you do have to trigger the action through the method you specified above and inside the action you will only have to write all the logics in the method call type of the action , however you somehow have to control how you are going to share data between the popup and the method call but the standard component BTFSCOA is an excellent example for this .

They have shared data through the global variables of the function module which they have called in there popup to set values and then read those values in the method call of the Action.

/Hasan

[former_member186543]

Hi Max,

I hope this has been helpful to you .

/Hasan